The following details are only relevant to sale properties.
Sales Negotiator
Designate which staff member has responsibility for this property; by default it will select the current user. Don't worry if you don't formally assign sales negotiators within your agency, it will only be used in other stages of the sale process if you decide to utilise it for reporting, otherwise it will be ignored.
Reason for Sale
Select the reason why the vendor is selling their property. As well as providing additional information which might help with the sale itself, this may assist with analysing your sales activity for various properties.
- Deceased Estate
- Divorce / Separation
- Downsizing
- Growing Family
- Health Issues
- Investment
- Lifestyle
- More Space
- Other (you can specify the reason)
- Recommendation
- Retirement
- To Move Closer to Family
- To Release Equity
Viewing Details
Viewing Notes
Specific viewing arrangements may apply for this property. Record them here and each time you arrange a viewing these will appear on that form as a reminder. For example, viewings may only be desirable in the evenings or at weekends.
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